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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
MF—Regular · Growth

Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund - Regular Plan - Growth

Index Funds - OtherIndex Funds - OtherBenchmark: BSE Midcap 150 Momentum 30 - TRI
NAV · 15 Sep 2026₹10.11-3.09%
AUM₹114 Cr
Expense Ratio—
CAGR—
Exit Load1% on or before 15D, Nil after 15D
Min SIP₹500
Launched2026

Investment Objective

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE Midcap 150 Momentum 30 Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.

Fund Mandate

Constituents of BSE Midcap 150 Momentum 30 Index95%–100%
Units of Liquid schemes and Money Market instruments0%–5%
Asset Allocation
Domestic Equity102.3%
Fund Managers
SP
Swapnil P Mayekar
Fund Manager
Key Information
—
₹500
₹500
1% on or before 15D, Nil after 15D
Nil
Inception23 Jul 2026
AMC—
Top Holdings
1Laurus Labs LimitedPharmaceuticals & Biotechnology6.41%
2Multi Commodity Exchange of India LimitedCapital Markets5.75%
3Bharat Heavy Electricals LimitedElectrical Equipment5.36%
4AU Small Finance Bank LimitedBanks5.17%
5The Federal Bank LimitedBanks5.07%
6Bharat Forge LimitedAuto Components4.90%
7National Aluminium Company LimitedNon - Ferrous Metals4.71%
8Hitachi Energy India LimitedElectrical Equipment4.64%
9CG Power and Industrial Solutions LimitedElectrical Equipment4.30%
10Vodafone Idea LimitedTelecom - Services4.20%
Sector Allocation
Electrical Equipment18.5%
Banks10.2%
Pharmaceuticals & Biotechnology10.0%
Finance6.3%
Capital Markets5.7%
Auto Components4.9%
Non - Ferrous Metals4.7%
Telecom - Services4.2%
Financial Technology (Fintech)4.1%
Healthcare Services3.6%
Agricultural, Commercial & Construction Vehicles3.2%
Retailing3.1%
Other3.1%
Industrial Products2.9%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day-3.09%
1 Week-3.90%
1 Month-3.65%
+1.07%
Risk Metrics

Risk metrics are not available for this fund.

Fees
—
1% on or before 15D, Nil after 15D
Nil
₹500
₹500
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme